Pro-Tip

Before creating a patient consider if the patient may already be a patient of another whiteboard user. If you think they might be and you are interested to share data on the patient consider searching for the patient first and requesting a share for that patient. When requesting a patient share you will create a patient for your users with only the patients identification details (even before the share is accepted). Click Here for our guide on How to Search a Patient.

 

1. To add a patient open the left hand menu, this can be opened using the menu icon in the top left of the window.


This will open the left bar.
















Select "Add Patient"






















2. In order to add a patient you’ll need to enter:

  • Salutation
  • First Name
  • Last Name
  • DOB
  • Gender
  • And one of:
    • Medicare Card Number (if the medicare card number is unknown you can tick the box marked "Unknown Medicare Number")
    • DVA Number
    • Pension Number
    • Mobile Phone Number


3. Once you've entered those details scroll to the bottom of the page and click "Save Patient"